Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kramer is a financial advisor with over 35 years of experience in the industry. Michael is registered to provide investment advisory services in Indiana. Michael is also a licensed insurance agent and has served on the board of the Dearborn County Chamber of Commerce. Michael currently works with Cetera Investment Advisers LLC in Lawrenceburg, Indiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (LAWRENCEBURG IN)
IN
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (LAWRENCEBURG IN)
MA
02/14/2003 - 06/11/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
06/07/1993 - 02/25/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
03/09/1987 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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